Frann Ziskin

CFP, CIMA, Vice President, Financial Advisor

Contact Me
Frann Ziskin

MY MISSION STATEMENT

My mission is to empower my clients to be confident in their financial decisions through education and understanding, so that they can have options for their future, not obligations.

My Story and Services

About Me

Frann Ziskin, CFP, CIMA, Vice President, Financial Advisor

Enabling clients to have options about their financial futures is the cornerstone on which I’ve built my practice. Whether I’m helping families invest for their children’s education, assisting women professionals plan for retirement, or advising local entrepreneurs on how to grow their businesses, I am dedicated to helping my clients achieve their goals. My mission is to empower them to be confident in their financial decisions through education and understanding, so they can have options for their future, not obligations.

Since joining Morgan Stanley in 1996, I have focused on building long-standing relationships with my clients. They have come to appreciate my respectful and approachable style to help them make well-informed decisions, and to maintain the discipline necessary to navigate the most challenging of markets.

Throughout my career, I have been committed to advanced learning. I earned the Certified Financial Planning designation, which focuses on the financial planning process, risk management, investments, tax planning, retirement and estate planning. I also received the Certified Investment Management Analyst certification, which focuses on asset allocation, ethics, due diligence, risk management policy and performance management. These designations provide me with the skills needed to assist my clients in today’s complex financial world.

I’m a graduate of the State University of New York at Buffalo, where I earned a Bachelor of Arts degree in history. I currently reside in Port Washington, New York with my husband, Steven. When I’m not assisting clients, I enjoy reading, tutoring, traveling and spending time with family and friends.

Securities Agent: CA, CT, FL, GA, IL, IN, MA, MD, NJ, NY, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1369335


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • 401(k) Rollovers
  • 529 Plans
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Qualified Retirement Plans
  • Asset Management
  • Retirement Planning
  • Sustainable Investing
  • Wealth Management

Location

Location

  • 1300 Franklin Avenue
  • Garden City, NY 11530


    Education

    Education

    • State University of New York at Buffalo

    Client Service Team

    Client Service Team

    Louise Budelman

    Senior Registered Client Services Associate


    Associations

    Associations

    • Port Jewish Center - Board of Trustees

    Experience

    Experience

    1996 - Present: Morgan Stanley
    I am celebrating my 21st anniversary as a Financial Advisor at Morgan Stanley!

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Frann Ziskin today.

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